Description
TELUS Health is dedicated to empowering every person to live their healthiest life. Guided by our vision, we leverage cutting-edge technology and focus on individual uniqueness to shape the future of health. Our team members across the country are united in their commitment to continuous innovation, making healthcare more accessible and delivering improved health experiences for everyone.
Our Team and What We’ll Accomplish Together
The Revenue Operations, Pricing & Financial Planning team at TELUS Health is a dynamic, results-driven, and highly collaborative group.We are seeking a Senior Revenue Operations, Targeting & Financial Planning Analyst who will report to the Manager, Revenue Operations & Sales Targeting, and play a pivotal role in supporting both revenue growth and financial planning initiatives.
You’ll partner across sales, marketing, and finance teams to optimize revenue processes, improve forecast accuracy, and ensure our financial plans and sales strategies are tightly aligned with organizational goals.
What You’ll Do
Sales Forecasting & Pipeline Management
Create and manage accurate sales forecasts in collaboration with sales teams, tracking pipeline activity, conversion rates, and deal progress
Analyze historical trends and market indicators to refine forecasts and provide actionable insights to senior leadership
Maintain CRM data integrity to ensure reliability of sales and financial projections
Revenue & Financial Planning
Partner with Finance to build revenue and financial forecasts, ensuring alignment between sales targets, bookings, and company P&L objectives
Support annual and quarterly planning cycles, contributing to budgeting, variance analysis, and financial modeling
Evaluate pipeline health and conversion metrics to guide revenue projections and identify risk areas in achieving financial targets
Revenue Metrics & Reporting
Develop and maintain dashboards and reporting frameworks to monitor revenue performance and financial outcomes
Deliver timely insights on revenue trends, sales efficiency, and profitability metrics to inform strategic decision-making
Collaborate with Finance to reconcile revenue projections with actuals and enhance forecasting accuracy
Revenue Process Optimization
Refine and document revenue-related processes to strengthen forecasting accuracy, financial visibility, and operational alignment
Ensure consistency across Sales, Finance, and Marketing systems to enable transparent and data-driven planning
Sales Targeting and Performance:
Contribute to the annual sales target-setting process, integrating financial goals, regional growth plans, and account performance
Provide data-driven insights to optimize territory performance and align targets with overall revenue and financial plans
Support alignment of sales compensation structures with company revenue and profitability objectives
Collaboration & Alignment
Work cross-functionally with Sales, Finance, and Strategy teams to align revenue forecasts, budgets, and business plans
Support the development of financial and operational KPIs to drive accountability and transparency across the business
Qualifications
What You Bring
Strong analytical and financial modeling skills with the ability to translate data into actionable insights
Experience in revenue forecasting, financial planning, and performance analysis
Advanced proficiency with CRM tools (e.g., Salesforce) and data visualization tools (e.g., Tableau, Power BI)
Understanding of sales operations, pipeline management, and SaaS revenue models
Excellent attention to detail and ability to manage multiple priorities in a fast-paced environment
Required Education & Designations
CPA designation (Chartered Professional Accountant)
MBA in Finance or equivalent advanced degree in Finance, Accounting, or related discipline
Great-to-Haves
Experience in revenue operations, FP&A, or business planning roles within healthcare or B2B SaaS industries
Familiarity with AI and automation tools in revenue and financial forecasting
Strong process mindset with ability to streamline complex workflows
What We Give Back to You
Opportunity to make a meaningful impact on TELUS Health’s growth and financial success
Flexible work arrangements that support work-life balance
Competitive compensation and comprehensive benefits package
Professional development and career growth opportunities
A workplace that lives our values: putting customers first, embracing change, and growing together through teamwork
Join TELUS Health and play a pivotal role in shaping the future of healthcare while advancing your career in a dynamic, innovative environment!By applying to this role, you understand and agree that your information will be shared with the TELUS Group of Companies’ Talent Acquisition team(s) and/or any leader(s) who will be part of the selection process.
